SiteVue Campaigns Console

New Campaign Setup

Select a campaign to begin the intake process, or create a new one.

Create New Campaign

Full Campaign Name *

Short / Display Name * — appears in email subject lines Will read as: "Great Meeting You at [short]: SiteVue AI Follow-Up". Use a friendly event name, not the slug.

Campaign Slug * — becomes the folder name

City, State

Campaign Date

Industry

Outreach Owner

The person running outreach for this campaign.

1 · Contacts

2 · Questionnaire

3 · Review

Contact Questionnaire

Expand each contact to fill in context that will tailor the initial outreach.

Pre-Send Checklist

Active Campaigns

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Command Center

Building cross-campaign contacts view…

Add contact

Saving adds the contact to the campaign and writes the person to Attio. Write the email from the contact's row. Nothing sends automatically. This is a major change, so matt@sitevue.ai is emailed a summary.

First name

Last name

Email *

Phone number Saved as the contact's individual number and synced to their Attio person record.

Company Optional, but the draft copy and the ARR estimate are generic without it.

Campaign *

Add campaign

Creates the campaign as drafts-only with you as the outreach owner. The event details below are optional; filling them in is what makes the generated email copy specific to the show. This is a major change, so matt@sitevue.ai is emailed a summary.

Campaign name *

Show event details — optional, but they sharpen the email copy

Short name — used in subject lines

City, state

Event date Bounds the email sweep to sends after the show.

Industry

Add contacts to a campaign

Upload spreadsheets (.xlsx / .csv) or badge photos. New contacts are added to the campaign; ones already in it are detected and skipped unless you choose to replace.

Campaign

Create contacts from calls not tied to a contact

Each checked person is loaded into the campaign shown (same path as Add Contacts, synced to Attio, no drafts written) and then their calls are credited to them. Uncheck anyone who is a partner, vendor or internal contact. You can change the email or campaign before creating.

Add Contacts —

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Drop a business card or badge photo here
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These contacts go into the app and Attio. Nothing is sent and no drafts are made. Write each contact's email from its row when you are ready.

✓

Confirm Attio overwrite

— already has a value in Attio. Confirm to replace it with the new estimate, or cancel to keep Attio's existing number.

CURRENTLY IN ATTIO

Workers: —

Account potential: —

PROPOSED

Workers: —

Account potential: —

Questionnaire — —

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Playbook — —

Mark each step as you complete it. Every completion is logged in the app and as a note on the person record in Attio, so anyone on the team sees the touch history in either place.

Completions also count toward the Activity Tracker: a phone step is credited as a call (with the outcome you pick), a LinkedIn or in-person step as a note. Email steps are not counted here because the mailbox sweep already counts the send.

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Manage —

CURRENT OWNER

—

Reassign to (email):

The new owner will receive a notification email with the draft body to copy into their own Gmail. No re-auth required.

To disqualify or mark do-not-contact, use the ✕ Disqualify button on the contact's row.

Log call: —

PHONE

Outcome

Notes (optional)

Log note: —

This note is saved to the contact's touch log and written to Attio (on the person and their company). No call outcome is required.

Note history

New note

Bulk Reassign: 0 selected

Notify:

Outreach owners

Drafts are pushed into the assigned owner's Gmail. Each owner must sign into the app at least once for their account to be available.

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Draft for —

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How should this batch be handled?

You can still override any individual contact in the contacts table afterwards.

Drafts only

Nothing is sent automatically. A rep writes each contact's email from its row, and it lands as a draft in the owner's Gmail.

Call Push

Hide called

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Partners

Action Center Directory Approvals Registrations Account reps Talking Points Weekly Summary

Partner view ↗